[thelist] client management software
Jeniffer C. Johnson
lead at offlead.com
Tue Jul 8 21:29:17 CDT 2003
Okay, I'm just going to ask. What do you professional web folks use for
tracking your client info? I've been looking, and clearly NOT finding an
application which will combine the things I would like, which are:
- The usual contact management stuff, name, email addy, address, etc
- Domains -- which the client has, what registrar they're registered with,
whether they handle the registrations or I do, and if I do, the expiration
dates (with the ability to remind me a month out that the account is coming due
- Hosting info -- again if it's hosted with me or with another company, the
packages they have, expiration dates, plus usernames/passwords used on the
account, reminders on due dates
- the ability to track the above two items for more than one site when a
client has more than one
It would be a bonus if all of the above could be handled on my desktop
machine, and the data synched with my pda (palm os). I can't seem to find
anything in between a run of the mill contact management software, and a
full blown CRM software that does accounting, sales tracking, etc, which
are features I neither need nor desire. I don't want a full project
management application either, though the ability to tie in a simple task
list with the above items would be helpful.
Jeniffer
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